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Fidelity Fundamental Large Cap Core ETF (FMIL) Institutional Ownership

Fidelity Fundamental Large Cap Core ETF logo
$49.01 -0.32 (-0.65%)
As of 07/7/2025
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Institutional Ownership Changes (13F Filings) for Fidelity Fundamental Large Cap Core ETF (BATS:FMIL)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$22.18M
Number of
Institutional Sellers
(last 12 months)
0
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FMIL Institutional Buying and Selling by Quarter

Fidelity Fundamental Large Cap Core ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2024Dana Investment Advisors Inc.41,533$1.81M0.1%N/A0.620%
8/16/2024Creative Planning6,442$280K0.0%N/A0.096%
8/8/2024Envestnet Asset Management Inc.113,485$4.93M0.0%+9.8%1.694%
8/8/2024Thoroughbred Financial Services LLC24,586$1.07M0.1%+50.2%0.367%
8/7/2024Fiduciary Planning LLC161,803$7.04M2.5%N/A2.415%
8/2/2024Foundations Investment Advisors LLC9,342$406K0.0%N/A0.139%
7/31/2024Commonwealth Equity Services LLC353,240$15.36M0.0%+34.7%5.272%
7/31/2024Concurrent Investment Advisors LLC14,336$623K0.0%N/A0.214%
7/30/2024New Covenant Trust Company N.A.41,170$1.79M2.0%N/A0.614%
7/29/2024Ameritas Advisory Services LLC5,674$247K0.0%+4.6%0.085%
7/26/2024Harbour Investments Inc.80,322$3.49M0.1%+6,730.1%1.199%
7/26/2024Cambridge Investment Research Advisors Inc.23,284$1.01M0.0%+50.7%0.348%
7/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors10,069$438K0.1%+13.9%0.150%
7/22/2024Atria Wealth Solutions Inc.69,186$3.01M0.0%+97.7%1.033%
7/16/2024Envestnet Portfolio Solutions Inc.24,629$1.07M0.0%+15.3%0.368%
6/4/2024Tactive Advisors LLC54,564$2.28M1.2%N/A0.814%
5/14/2024EP Wealth Advisors LLC2,600$109K0.0%N/A0.039%
5/11/2024Beaumont Financial Advisors LLC559,379$23.35M1.9%-2.1%8.349%
5/6/2024Envestnet Portfolio Solutions Inc.21,362$892K0.0%+4.2%0.330%
5/3/2024Avidian Wealth Solutions LLC16,034$669K0.0%-89.8%0.247%
4/30/2024Hartline Investment Corp8,839$369K0.1%N/A0.136%
4/29/2024Commonwealth Equity Services LLC262,149$10.95M0.0%+11.1%4.046%
2/9/2024Thoroughbred Financial Services LLC16,300$589K0.0%+66.5%0.836%
2/7/2024Envestnet Portfolio Solutions Inc.20,501$742K0.0%N/A1.051%
2/6/2024Avidian Wealth Solutions LLC157,114$5.69M0.3%N/A8.057%
2/5/2024Kestra Private Wealth Services LLC7,918$287K0.0%-3.9%0.406%
2/2/2024Atria Wealth Solutions Inc.32,419$1.17M0.0%N/A1.663%
1/31/2024J.W. Cole Advisors Inc.6,239$226K0.0%N/A0.320%
1/31/2024Beaumont Financial Advisors LLC571,640$20.69M1.9%N/A29.315%
1/30/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors7,824$283K0.1%N/A0.401%
11/13/2023Kestra Advisory Services LLC87,704$2.85M0.0%+29.0%4.498%
11/8/2023Kestra Private Wealth Services LLC8,237$267K0.0%-22.4%0.422%
10/23/2023Commonwealth Equity Services LLC23,903$776K0.0%-10.3%1.226%
8/11/2023Kestra Advisory Services LLC67,973$2.28M0.0%+9.3%3.486%
4/28/2023Ameritas Advisory Services LLC2,957$91K0.0%N/A0.152%
2/7/2023Commonwealth Equity Services LLC23,339$679K0.0%+6.0%0.000%
2/1/2023Kestra Private Wealth Services LLC10,330$301K0.0%-23.3%0.000%
1/31/2023Kestra Advisory Services LLC61,957$1.80M0.0%+31.5%0.000%
11/1/2022Kestra Advisory Services LLC47,098$1.23M0.0%N/A0.000%
8/15/2022Kestra Private Wealth Services LLC13,469$361K0.0%+2.8%0.000%
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8/2/2022Avantax Advisory Services Inc.12,058$323K0.0%+34.7%0.000%
7/19/2022Commonwealth Equity Services LLC10,489$281K0.0%+25.3%0.000%
5/26/2022Kestra Private Wealth Services LLC13,097$399K0.0%-8.3%0.000%
5/4/2022Commonwealth Equity Services LLC8,372$255K0.0%-84.1%0.000%
4/27/2022Avantax Advisory Services Inc.8,951$270K0.0%N/A0.000%
1/31/2022Commonwealth Equity Services LLC52,684$1.56M0.0%+257.5%0.000%
10/29/2021Commonwealth Equity Services LLC14,735$419K0.0%N/A0.000%
10/21/2021Kestra Private Wealth Services LLC14,382$410K0.0%+2.5%0.000%
8/12/2021Advisory Services Network LLC2,635$77K0.0%N/A0.000%
8/11/2021Susquehanna International Group LLP10,181$297K0.0%+11.4%0.000%
8/1/2021Kestra Private Wealth Services LLC14,027$410K0.0%+51.0%0.000%
5/18/2021Citadel Advisors LLC18,380$507K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

FMIL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FMIL shares?

During the previous two years, 23 institutional investors and hedge funds held shares of Fidelity Fundamental Large Cap Core ETF. The most heavily invested institutionals were Beaumont Financial Advisors LLC ($23.35M), Commonwealth Equity Services LLC ($15.36M), Fiduciary Planning LLC ($7.04M), Envestnet Asset Management Inc. ($4.93M), Harbour Investments Inc. ($3.49M), Atria Wealth Solutions Inc. ($3.01M), and Kestra Advisory Services LLC ($2.85M).Learn more on Fidelity Fundamental Large Cap Core ETF's institutional investors.

Which institutional investors have been buying Fidelity Fundamental Large Cap Core ETF's stock?

Of the 22 institutional investors that purchased Fidelity Fundamental Large Cap Core ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Beaumont Financial Advisors LLC ($571.64K), Fiduciary Planning LLC ($161.80K), Avidian Wealth Solutions LLC ($157.11K), Commonwealth Equity Services LLC ($117.23K), Harbour Investments Inc. ($79.15K), Atria Wealth Solutions Inc. ($66.61K), and Tactive Advisors LLC ($54.56K).

How much institutional buying is happening at Fidelity Fundamental Large Cap Core ETF?

Institutional investors have bought a total of 510,018 shares in the last 24 months. This purchase volume represents approximately $22.18M in transactions.


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This page (BATS:FMIL) was last updated on 7/8/2025 by MarketBeat.com Staff
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